See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,583 | $92,703+80.8% | $82,719+102.6% | $134,475+24.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -18.62% | 944.92%-963.5pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $5,501 | $3,274+68.0% | $3,009+82.8% | $4,740+16.1% |
| Participant deferral / active EE | $7,383 | $4,802+53.7% | $4,395+68.0% | $6,400+15.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |